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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,793 | $160,040-80.1% | $147,096-78.4% | $145,877-78.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,851 | $5,289-65.0% | $4,936-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $2,071 | $8,429-75.4% | $8,071-74.3% | $6,691-69.0% |
| Admin fee / account holder | $1,774 | $15,050-88.2% | $13,005-86.4% | $13,402-86.8% |